Creative Planning Asset Management

Creative Planning

  • $106 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$727,000 0.0% of portfolio
22,345
Q1 2025 Reduced 10.58%
$0
$708,000 0.0% of portfolio
95,347
Q1 2025 Added 23.05%
$3.84B
$701,000 0.0% of portfolio
14,781
Q1 2025 Added 14.98%
$0
$672,000 0.0% of portfolio
163,925
Q1 2025 Reduced 3.41%
$12.3B
$668,000 0.0% of portfolio
8,609
Q1 2025 Reduced 14.18%
$21.6B
$660,000 0.0% of portfolio
15,160
Q1 2025 Added 13.64%
$0
$627,000 0.0% of portfolio
60,071
Q1 2025 Added 10.52%
$800M
$618,000 0.0% of portfolio
113,254
Q1 2025 Added 11.49%
$0
$599,000 0.0% of portfolio
30,276
Q1 2025 Added 12.93%
$0
$580,000 0.0% of portfolio
43,977
Q1 2025 Reduced 0.4%
$0
$575,000 0.0% of portfolio
53,720
Q1 2025 Added 167.02%
$1.06B
$559,000 0.0% of portfolio
21,948
Q1 2025 Added 9.1%
$0
$543,000 0.0% of portfolio
83,039
Q1 2025 Added 20.91%
$0
$517,000 0.0% of portfolio
41,181
Q1 2025 Reduced 0.81%
$0
$505,000 0.0% of portfolio
21,744
Q1 2025 Added 11.48%
$4.04B
$470,000 0.0% of portfolio
12,275
Q1 2025 Reduced 18.23%
$0
$465,000 0.0% of portfolio
32,637
Q1 2025 Reduced 6.06%
$0
$459,000 0.0% of portfolio
37,583
Q1 2025 Reduced 22.84%
$0
$444,000 0.0% of portfolio
32,726
Q1 2025 Added 2.13%
$572M
$443,000 0.0% of portfolio
42,815
Q1 2025 Added 147.87%
$9.19B
$438,000 0.0% of portfolio
28,928
Q1 2025 Reduced 38.14%
$728M
$409,000 0.0% of portfolio
36,280
Q1 2025 Reduced 39.43%
$0
$402,000 0.0% of portfolio
18,247
Q1 2025 Added 69.2%
$0
$386,000 0.0% of portfolio
18,306
Q1 2025 Reduced 0.54%
$0
$360,000 0.0% of portfolio
58,942
Q1 2025 Added 36.55%
$0
$347,000 0.0% of portfolio
30,880
Q1 2025 New
$0
$345,000 0.0% of portfolio
22,217
Q1 2025 New
$0
$336,000 0.0% of portfolio
39,096
Q1 2025 Added 11.47%
$0
$323,000 0.0% of portfolio
60,645
Q1 2025 Reduced 2.96%
$459M
$321,000 0.0% of portfolio
2,248
Q1 2025 Added 1.86%
$0
$317,000 0.0% of portfolio
39,035
Q1 2025 Added 3.14%
$0
$285,000 0.0% of portfolio
34,556
Q1 2025 Reduced 1.43%
$0
$283,000 0.0% of portfolio
78,567
Q4 2024 Added 1.42%
$0
$275,000 0.0% of portfolio
14,910
Q1 2025 Added 38.53%
$0
$271,000 0.0% of portfolio
26,914
Q1 2025 Added 0.02%
$519M
$270,000 0.0% of portfolio
17,831
Q1 2025 New
$0
$266,000 0.0% of portfolio
21,129
Q1 2025 Added 0.26%
$0
$262,000 0.0% of portfolio
20,012
Q1 2025 Reduced 33.99%
$0
$248,000 0.0% of portfolio
18,172
Q1 2025 Added 0.07%
$0
$248,000 0.0% of portfolio
17,211
Q1 2025 Reduced 8.04%
$0
$245,000 0.0% of portfolio
7,208
Q1 2025 Reduced 5.53%
$2.59B
$242,000 0.0% of portfolio
12,774
Q1 2025 Added 0.1%
$0
$240,000 0.0% of portfolio
46,178
Q1 2025 Reduced 9.02%
$0
$239,000 0.0% of portfolio
23,088
Q1 2025 Added 3.51%
$0
$232,000 0.0% of portfolio
11,443
Q4 2024 Reduced 53.45%
$0
$228,000 0.0% of portfolio
24,356
Q1 2025 Added 59.84%
$3.01B
$223,000 0.0% of portfolio
16,889
Q1 2025 New
$528M
$215,000 0.0% of portfolio
9,463
Q1 2025 Reduced 0.53%
$280M
$207,000 0.0% of portfolio
17,366
Q1 2025 Added 40.73%
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